Are the organisers built for New Zealand?

Yes. Templates use New Zealand terminology and fields — IR3 income tax, rental property, contractor income, GST and company work.

Can clients save and come back later?

Yes. Responses save as clients go, so they can finish an organiser across several sittings or on their phone.

Can we customise the questions?

Yes. Firms can edit templates, set a default per service type and add conditional questions that only appear when relevant.

What happens when a client submits?

The response lands against the job, uploads attach to the client folder, and your team is notified that the organiser is complete.

Tax Agent PortalPractice Portal

New Zealand · Organisers

Online tax organisers for New Zealand accounting clients

Ask the right questions once. Send a tailored organiser per service, let clients answer and upload at their own pace, and start the job with a complete file.

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Why firms choose TaxAgentPortal

NZ templates

IR3 income tax, rental property, contractor, company and GST organisers ready to send.

Conditional questions

Clients only see the questions that apply to them, so organisers stay short.

Save and continue

Answers save as clients go, on desktop or in the mobile app.

Attached to the job

Responses and uploads land against the right job and client automatically.

How firms use it

Individual income tax

One IR3 organiser covering income, donations, expenses and bank details for refunds.

Rental owners

Per-property questions for rates, insurance, interest, repairs and periods of availability.

New clients

Combine an onboarding organiser with engagement terms so the first job starts cleanly.

FAQ

Frequently asked questions

A structured questionnaire you send a client at the start of a job so they supply the information and records you need in one pass, instead of a back-and-forth email chain.

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